Founding Partner, Wealth Manager
Naj Altaf has provided financial planning services to individuals, families, and businesses for over 25 years. Naj’s approach is based on carefully listening to and understanding his clients’ needs and aspirations. He then leverages the principles of proper asset allocation to structure financial management strategies tactically aligned with the client. Naj focuses on what is most important to his clients- simplifying the complexities of personal finance and maintaining a disciplined approach. His experience gained in navigating multiple market cycles and his background in supervision and regulatory compliance allow Naj to deliver a unique wealth management experience.
Prior to joining Woodbury Financial and forming Capital Harvest Wealth Partners, Naj served as a Senior Executive and Regional Director of the Mid-Atlantic region at Capital One Investing. Naj led a team of more than 50 financial advisors responsible for more than $2.5 billion in client assets. Naj’s leadership and influence played an integral role in the growth and development of this extensive network of financial advisors that gained repeat recognition from the Washingtonian Magazine in their annual publishing of the top financial advisors in the DC area.
Driven by a desire to interact with planning clients more closely, Naj transitioned from executive leadership at Capital One to an end-client facing Wealth Manager role at Capital Harvest Wealth Partners. Naj’s success in developing strong relationships, providing high-quality guidance and results, and delivering a client service experience second to none has been integral to this growth.
Naj currently holds Series 4 (Options Principal), 7 (Registered Representative), 66 (Registered Investment Advisor), and 24 (General Securities Principal) licenses, as well as life and health insurance credentials. He graduated from George Mason University with a B.S. in Economics.
Naj is a native of Northern Virginia, where he lives with his wife Sheila, their eight-year-old son, and their two-year-old daughter. He is an avid reader, sports enthusiast, and vintage comic book collector.